Responsibilities

• Acquire new individual client relationships and grow AUM;
• Develop and identify potential sales channel, build up and maintain business relationship and drive sales revenue;
• Promote the company brand and products;
• Good knowledge on financial market and products including mutual funds, equities and fixed income;
• Assist the senior on business planning and explore new business opportunities;
• Prepare product pitch book, marketing materials for client meetings, follow up post meetings and conduct regular portfolio review with clients. 

Requirements

• University graduate with minimum 3 years of experience in selling financial products, preferably in mutual funds;
• Possess relevant qualifications to obtain SFC license;
• A good team player, self motivated and detail oriented;
• Willing to learn with good communication skill and customer service attitude;
• Candidates working in banks with solid high net worth client base will be considered for building up direct sales channel.

To apply, please send your resume including current and expected salary. Personal information provided by applicants will be used for recruitment purposes only and will be treated with strict confidence.